I have been in the financial services sector since 1998. After qualifying at Mercer, where I worked for 8 years helping to deliver financial planning strategy to senior executives, business owners and wealthy private individuals, I joined DJH Wealth in 2006, having previously spent a year at DJH as part of my degree.
Merging the DJH Wealth and Wealth Experts businesses will allow me to continue to focus on creating the best financial planning business in North Staffordshire.
Day to day my role is split between developing strategies for clients and directing and controlling the company’s operations to deliver on its mission and objectives.
My specialisms include helping clients build and, most importantly, maintain their wealth, whilst ensuring its passed onto the next generation with the minimal amount of Inheritance Tax due.
What do you enjoy most about your job?
I enjoy spending time with clients. It’s always fascinated me how people have got to where they are, and being trusted to help them discover how best to map out their financial future is humbling.
How do you most like to spend your time outside of work?
I am married to Kate, and we have 3 amazing children, Tilly, Jack and Parker. Most time is spent with the family doing fun activities and seeing the wider family. I am keen sportsman and enjoy some golf when time allows and watching sports.
Something guaranteed to make your day better…
The smile on my kids’ faces when I come home from work….
Book a meeting with one of our wealth experts, call 01782 345100 or book online.